Wall Street Calls: Rosenblatt Starts Nokia at Buy, Guggenheim Lifts New York Times to Buy

According to CNBC, Rosenblatt initiated coverage of Nokia with a buy rating and called the company a powerhouse, saying its Network Infrastructure segment is becoming one of the best-positioned optical assets in the AI buildout. Guggenheim upgraded The New York Times Company to buy from neutral and raised its price target to $82 from $70, while Bernstein upgraded Agilon to outperform from market perform and lifted its target to $125 from $86. Other moves included Jefferies initiating Janus Living at buy, Citizens upgrading Radiant Logistics to market outperform from market perform with a $10 price target, and Oppenheimer initiating Vishay Intertechnology at outperform with a $42 price target. Guggenheim also initiated Northrop Grumman at buy, Cantor Fitzgerald started Bentley Systems at overweight, Wells Fargo upgraded Ulta to equal weight from underweight, and Canaccord initiated Einride at buy. Additional calls included Cantor starting Samsara at overweight, Compass Point initiating Hyperliquid Strategies at buy, Berenberg upgrading Eli Lilly to buy from hold, RBC upgrading ResMed to outperform from sector perform, JPMorgan initiating Dave at overweight, Oppenheimer upgrading Etsy to outperform from market perform, and JPMorgan upgrading Adient and Middleby to overweight from neutral. Bank of America reiterated buy ratings on Nvidia, Marvell and Advanced Micro Devices, William Blair upgraded SEI Investments to outperform from market perform, Evercore ISI reiterated outperform on Apple, JPMorgan reiterated overweight on Amazon, and UBS reiterated buy on Palantir while raising its price target to $250 from $220.